DFIP — DIMENSIONAL ETF TRUST

Ownership history in Physician Wealth Solutions Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Physician Wealth Solutions Inc. reported a position in DIMENSIONAL ETF TRUST (DFIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.44% (2025 Q1)
Avg. % of fund
6.01%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 393,446 +22,561 +6.1% 6.93% $16.3M $41.56
2025 Q3 ADDED 370,885 +20,450 +5.8% 6.84% $15.7M $41.62
2025 Q2 REDUCED 350,435 -983 -0.3% 6.79% $14.7M $40.72
2025 Q1 REDUCED 351,418 -3,496 -1.0% 7.44% $14.8M $40.37
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIP price (monthly, adj. close)

Other funds also holding DFIP

As of 2025 Q4 — sorted by position size

Heirloom Wealth Management 3Y 10.53% Yardley Wealth Management LLC 5.96% Matson Money. Inc. 3Y 7Y 4.91% Leading Edge Financial Planning LLC 3Y 4.5% Planning Center, Inc. 3Y 4.31% Fortitude Family Office, LLC 4.14% Hill Investment Group Partners, LLC 3.97% Five Oceans Advisors 3Y 3.74% McCartney Wealth Management LLC 3.53% Level Financial Advisors 3Y 3.52%
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